J R MORRIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
J R MORRIS CHARITABLE FOUNDATION INC (EIN 16-1490773)
Tax period
2011-11-01 to 2012-10-31
Filed
2013-02-09
IRS object ID
201300409349100200
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-02-09T10:12:19-00:00Timestamp
Tax Period End Date2012-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Thomas A Podsiadlo CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1350 Elm StreetAddressLine1
CityPenn YanCity
StateNYState
ZIP Code14527ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN161490773EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1J R Morris Charitable Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJRMONameControl
Phone6072438383Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1154 North Glenora RoadAddressLine1
CityDundeeCity
StateNYState
ZIP Code14837ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMr Jeffrey R MorrisName
TitlePresidentTitle
Date Signed2013-02-09DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameThomas PodsiadloName
Phone3155363335Phone
Date Prepared2013-02-09DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY950074FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss13141DividendsRevAndExpnss
Dividends Net Invst Incm13141DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss9599NetGainSaleAssetsRevAndExpnss
Gross Sales Price48000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm9599CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses22740TotalRevenueAndExpenses
Total Net Investment Income22740TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1505AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm752AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps753AccountingFeesDsbrsChrtblPrps
Printing And Pub Rev And Expnss12PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm6PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps6PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss167OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm83OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps84OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1684TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm841TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps843TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss40636ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps40636ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss42320TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm841TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps41479TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-19580ExcessOfRevenueOverExpenses
Net Investment Income21899NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3089CashBOY
Cash EOY8769CashEOY
Investments Other BOY767732InvestmentsOtherBOY
Investments Other EOY742472InvestmentsOtherEOY
Investments Other EOYFMV950074InvestmentsOtherEOYFMV
Total Assets BOY770821TotalAssetsBOY
Total Assets EOY751241TotalAssetsEOY
Total Assets EOYFMV950074TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Unrestricted BOY770821UnrestrictedBOY
Unrestricted EOY751241UnrestrictedEOY
Total Net Assets BOY770821TotalNetAssetsBOY
Total Net Assets EOY751241TotalNetAssetsEOY
Total Liabilities Net Assets BOY770821TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY751241TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY770821TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-19580ExcessOfRevenueOverExpenses
Subtotal751241Subtotal
Total Net Assets Fund Balances EOY751241TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
794shs New Perspective FdP1996-02-132012-10-26240001720068006800
792shs Investment Company Of AmericaP1996-12-272012-10-26240002120127992799
FieldValueIRS element (for citing)
Capital Gain Net Income9599CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year144097QualifyingDistributionsYear1
Noncharitable Assets Year1954665NoncharitableAssetsYear1
Distribution Ratio Year1000.046191DistributionRatioYear1
Qualifying Distributions Year243673QualifyingDistributionsYear2
Noncharitable Assets Year2880257NoncharitableAssetsYear2
Distribution Ratio Year2000.049614DistributionRatioYear2
Qualifying Distributions Year342832QualifyingDistributionsYear3
Noncharitable Assets Year3749623NoncharitableAssetsYear3
Distribution Ratio Year3000.057138DistributionRatioYear3
Qualifying Distributions Year448201QualifyingDistributionsYear4
Noncharitable Assets Year41071814NoncharitableAssetsYear4
Distribution Ratio Year4000.044971DistributionRatioYear4
Qualifying Distributions Year555130QualifyingDistributionsYear5
Noncharitable Assets Year51173051NoncharitableAssetsYear5
Distribution Ratio Year5000.046997DistributionRatioYear5
Total Distribution Ratio000.244911TotalDistributionRatio
Average Distribution Ratio000.048982AverageDistributionRatio
Net Noncharitable Assets934985NetNoncharitableAssets
Adjusted Noncharitable Assets45797AdjustedNoncharitableAssets
One Percent Net Investment Income219OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One46016AdjNonchrtblAssetsAndOnePct
Qualifying Distributions41479QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax438InvestmentIncomeExciseTax
Subtotal438Subtotal
Tax Based On Investment Income438TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment459EstTaxPaymentsAndOverpayment
Total Credits And Payments459TotalCreditsAndPayments
Tax Paid Original Return459TaxPaidOriginalReturn
Overpayment21Overpayment
Amount Credited To Next Year21AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameMr Jeffrey R MorrisBooksInCareOfPersonName
Books In Care Of Phone Number6072438383BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1154 North Glenora RoadAddressLine1
CityDundeeCity
StateNYState
ZIP Code148378817ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Jeffrey R Morris
154 N Glenora RoadDundeeNY148378817President002.000
Laurie Richer
154 N Glenora RoadDundeeNY148378817Secretary004.000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1ScholarshipsDescription1
Expenses112500Expenses1
Description2Contributions To Other Organizations 29 OrganizationsDescription2
Expenses228136Expenses2

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities943901AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5322AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets949223TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets949223AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable14238CashDeemedCharitable
Net Noncharitable Assets934985NetNoncharitableAssets
Minimum Investment Return46749MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return46749MinimumInvestmentReturn
Tax Based On Investment Income438TaxBasedOnInvestmentIncome
Total Tax438TotalTax
Distributable Amount Before Adj46311DistributableAmountBeforeAdj
Distributable Amount Before Ded46311DistributableAmountBeforeDed
Distributable Amount As Adjusted46311DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions41479ExpensesAndContributions
Qualifying Distributions41479QualifyingDistributions
Adj Qualifying Distributions41479AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted46311DistributableAmountAsAdjusted
Undistributed Income Prior Year2307UndistributedIncomePriorYear
Qualifying Distributions41479QualifyingDistributions
Applied To Year12307AppliedToYear1
Applied To Current Year39172AppliedToCurrentYear
Undistributed Income CY7139UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJeffrey R MorrisContributingManager
Shareholder ManagerNoneShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJeffrey R MorrisRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1154 North Glenora RoadAddressLine1
CityDundeeCity
StateNYState
ZIP Code148378817ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6072438383RecipientPhoneNumber
Form And Info And MaterialsApplicants are required to submit a complete biographical record and supporting materials, including a report on their academic careers a detailed statement of their plans and commitments after the scholarshipprogram letters of reference which may include recommendations from instructors and lists of publications and other accomplishments, if any. Applicants must also convince the Foundation of their financial need for thr grant, including the submission of notarized statements showing their parents aggregate annual gross income.FormAndInfoAndMaterials
Submission DeadlinesNoneSubmissionDeadlines
Restrictions On AwardsParents of children seeking scholarships must reside in Allegany, Steuben or Yates Counties and have annual gross income of $60,000 or less.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Alfred Univ- The WB Crandall Scho
1 Saxton DriveAlfredNY14802ExemptScholarships$12,500
Alfred Univ- Annual Fund Drive
1 Saxton DriveAlfredNY14802ExemptGeneral Operations$1,836
Alfred Station Fire Company
Route 244 PO Box 282AlfredNY14802ExemptFor the reduction of building debt and training$500
Alfred-Alfred Station Community Che
PO Box 603AlfredNY14802ExemptGeneral Operations$500
Allegany County United Way
PO Box 15WellsvilleNY14895ExemptGeneral Operations$500
American Red Cross
121 East Elm StreetPenn YanNY14527ExemptDirected towards needs in the local area$1,000
Arnot Ogden Medical Foundation
600 Roe AvenueElmiraNY14905ExemptTo continue support of the Leblanc Endowment$2,500
Arnot Ogden Medical Foundation
600 Roe AvenueElmiraNY14905ExemptIn support of Annual Appeal$3,000
Camp Good Days and Special Times
58 West Lake RoadBranchportNY14418ExemptTo be used in the Branchport Facility towards the campers and programming$1,000
Ciemens Center
PO Box 1046ElmiraNY14902ExemptGeneral Operations$500
Dundee Ambulance Services
12 Union StreetDundeeNY14837ExemptFor supplies,equipment and improved training$500
Dundee Children's Center
Main StreetDundeeNY14837ExemptFor increased programming and purchases of needed toys and supplies that will provide greater opport$1,000
Dundee Library
32 Water StreetDundeeNY14837ExemptFor the acquisition of books and other materials$1,000
Dundee Library
32 Water streetDundeeNY14837ExemptTo be used in the childrens area for acquisition of books and increased programming$1,000
Dundee Area United Fund
PO Box 15DundeeNY14837ExemptGeneral Operations$1,500
Garth Fagan Dance
50 Chestnut StreetRochesterNY14604ExemptGeneral Operations$500
Ontario-Yates Hospice
756 Pre-Emption RoadGenevaNY14456ExemptTo assist families in need, not towards administrative costs$1,000
Keuka College
141 Central AvenueKeuka ParkNY14478ExemptTo help support the Keuka Fund$500
Literacy Volunteers of Yates County
117 E Elm StreetPenn YanNY14527ExemptTo directly assist your clients, and not towards administrative costs$1,000
Milly's Pantry Inc
PO Box 196Penn YanNY14527ExemptFor food and supplies needed to support needy children in the Dundee area$1,000
Royal Family Kids' Camp
4 South River Road PO Box 127HoughtonNY14744ExemptGeneral Operations$1,000
Schuyler Health Foundation
PO Box 828Montour FallsNY14837ExemptTowards the Schuyler Hospitals Family of Friends fundraising campaign$1,000
Dundee Historical Society
26 Seneca StreetDundeeNY14837ExemptGeneral Operations$500
Finger Lakes Health
196 North StreetGenevaNY14456ExemptTowards Finger Lakes Healths Expansion and Modernization Projeck$500
WXXIWEOS
PO Box 20570RochesterNY14602ExemptGeneral Operations$500
Arnot Ogden Medical Auxillary
600 Roe AveElmiraNY14905ExemptGeneral Operations$200
National Right To work
8001 Braddock RoadSpringfieldVA22160ExemptGeneral Operations$500
KAIR
3010 Overseas HighwayMarathonFL33050ExemptTo help those in need$1,000
Hart Family Comfort House
141 East State StreetWellsvilleNY14895ExemptTo annual fundraising campaign$500
Penn State
210 Hetzel Union BuildingUniversity ParkPA16802ExemptTo conquer childhood cancer$100
Kirk Of The Keys
8877 Overseas HighwayMarathonFL33050ExemptGeneral Operations$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year40636TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income13141RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income9599RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income22740RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA22740TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3The investment interest , dividends and other investment income and gain on the sale of securities sold provide funds
4for scholarships, grants and contributions to other charitable organizations.
80

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryThomas A. Podsiadlo CPACategory
Amount$1,505Amount
Net Investment Income752NetInvestmentIncome
Disbursements Charitable Prps753DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
Investment Company Of AmericaAT COST333273378510
New Perspective FundAT COST409199571564

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Postage954748
Entertainment723636

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